iShares Russell 2000 Growth Index shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in iShares Russell 2000 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Growth Index held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell 2000 Growth Index by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217k | 651 | 333.62 |
| 2024-09-30 | $218k | 764 | 284.77 |
| 2024-06-30 | $216k | 764 | 282.31 |
| 2024-03-31 | $206k | 825 | 249.75 |
| 2023-12-31 | $228k | 929 | 245.37 |
| 2023-06-30 | $229k | 928 | 246.53 |
| 2023-03-31 | $210k | 928 | 225.72 |
| 2022-12-31 | $232k | 992 | 234.23 |
| 2022-09-30 | $212k | 992 | 213.71 |
| 2022-06-30 | $214k | 990 | 216.16 |
| 2022-03-31 | $245k | 998 | 245.49 |
| 2021-12-31 | $266k | 1.1k | 247.90 |
| 2021-09-30 | $350k | 1.1k | 327.10 |
| 2021-06-30 | $327k | 1.1k | 290.15 |
| 2021-03-31 | $411k | 1.3k | 313.26 |
| 2020-12-31 | $410k | 1.3k | 312.98 |
| 2020-09-30 | $376k | 1.5k | 250.33 |
| 2020-06-30 | $328k | 1.5k | 215.36 |
| 2020-03-31 | $286k | 1.5k | 189.15 |
| 2019-12-31 | $322k | 1.5k | 215.10 |
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